AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$4.97M
3
+$3.22M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.17M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.62M

Top Sells

1
+$7.33M
2
+$4.04M
3
+$3.95M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.43M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.37M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.21%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$12K ﹤0.01%
+400
1127
$12K ﹤0.01%
665
1128
$12K ﹤0.01%
500
+300
1129
$12K ﹤0.01%
742
1130
$12K ﹤0.01%
975
1131
$12K ﹤0.01%
574
-14
1132
$12K ﹤0.01%
737
1133
$12K ﹤0.01%
+1,732
1134
$12K ﹤0.01%
90
+30
1135
$12K ﹤0.01%
279
1136
$12K ﹤0.01%
321
-6
1137
$12K ﹤0.01%
208
+1
1138
$12K ﹤0.01%
500
1139
$12K ﹤0.01%
208
-6
1140
$12K ﹤0.01%
412
1141
$12K ﹤0.01%
219
+7
1142
$12K ﹤0.01%
100
1143
$12K ﹤0.01%
8,200
1144
$11K ﹤0.01%
55
+8
1145
$11K ﹤0.01%
350
1146
$11K ﹤0.01%
+352
1147
$11K ﹤0.01%
80
1148
$11K ﹤0.01%
286
1149
$11K ﹤0.01%
371
-3,397
1150
$11K ﹤0.01%
249
44 45
46
47 48